RFN
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RDA Financial Network’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

RDA Financial Network’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,000
Closed -$215K – 254
2019
Q3 		$215K Sell
7,000
-2,536
-27% -$77.9K 0.09% 223
2019
Q2 		$293K Buy
9,536
+2,928
+44% +$89.8K 0.13% 166
2019
Q1 		$203K Buy
+6,608
New +$202K 0.1% 203

Other funds holding FLRN

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

RDA Financial Network's FLRN Position: Q4 2019 in Review

RDA Financial Network sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q4 2019, closing a stake of 7,000 shares — an estimated $215K sold.

RDA Financial Network first reported a position in FLRN in Q1 2019 and held it in 3 quarters. The position peaked at $293K in Q2 2019. 305 funds tracked by Wall St. Rank hold FLRN as of Q4 2019.

  • RDA Financial Network reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q4 2019 after selling out during the quarter.
  • RDA Financial Network sold 7,000 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q4 2019, an estimated $215K.
  • RDA Financial Network first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2019 and held it in 3 quarters.
  • RDA Financial Network's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $293K in Q2 2019.
  • 305 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q4 2019.

Based on RDA Financial Network's 13F filing for Q4 2019, filed 30 Jan 2020.